• Location: Boston MA
• Type: Perm
• Job #25724

Company Overview:
A leading global private investment firm with approximately $200 billion in assets under management is seeking an Investor Relations Sales Support Analyst / Associate for its High Net Worth team. This role will focus on supporting fundraising initiatives and relationship management activities.

Job Responsibilities:

• Act as an HNW Project Manager for distinct funds and support the team in fundraising initiatives and relationship management activities
• Develop sales prospect pipeline and maintain CRM pipeline reporting
• Prepare for fund launches and identify eligible investors
• Oversee data management tasks in Salesforce.com to support business development
• Coordinate follow-up process and correspondence with LPs or prospects
• Provide project management support for the HNW platform and manage research projects
• Assist with internal and external meetings and participate in diligence meetings
• Prepare materials, including investor agendas and LP background profiles

Qualifications:

• Strong academic credentials (BS/BA from a highly-regarded institution)
• 1-2 years of experience in asset management, consulting, or financial services marketing
• Outstanding Excel and PowerPoint skills, including VLOOKUP and pivot tables
• Series 7 and 63 licenses, or willingness to obtain within 90 days of employment

Compensation:
Salary: $75,000 – $100,000, Plus Bonus